Project Management Built for Client-Centric Teams
From onboarding to ongoing service delivery, manage every client-facing project at any scale with speed, structure, and confidence.
Setuply is a Smarter Way to Work
Bring structure, speed, and visibility to every client-facing project - onboarding, renewals, cross-selling, compliance, and more.
Deliver with Predictability
Run consistent, repeatable, and reportable workflows across every client touchpoint.
Scale with Confidence
Handle more clients, faster, without growing your team or compromising the experience.
Engage with Ease
Drive faster time-to-value and seamless collaboration with intuitive, client portals.
Flex with Purpose
Adjust to client needs while keeping your teams aligned and your projects on track.Go beyond traditional project management.
See the Scale-Up Project Engine in Action
Take a quick tour and discover how Setuply brings clarity, speed, and structure to every client-facing project, regardless of size, scope, or stage.
What defines an exceptional client experience?
Features That Power the Full Client Journey
TOUCH
Kick Off Projects Fast
Launch projects with built-in precision using the template library or from scratch. Define risks, build timelines, and set milestones in minutes.
TOUCH
Power Smart Workflows
From complex enterprise rollouts to recurring client touchpoints, adapt project flows to reflect how your business truly operates, at any scale.
TOUCH
SmartTasks Drive Results
Setuply’s patent-pending SmartTasks power project momentum, predicting timelines, escalating risks, and adapting to every touchpoint.
TOUCH
Turn Insights Into Action
Equip every stakeholder with real-time dashboards and analytics - uncover progress, pinpoint bottlenecks, and keep every project moving forward.
TOUCH
Manage Access Intelligently
Give stakeholders the access they need with granular permissions by role, team, project, or task, ensuring visibility without losing accountability.
TOUCH
Centralize Collaboration
Keep communication connected to the work. Collaborate on tasks, log activity, and manage context in one place for easy handoffs and stakeholder shifts.
TOUCH
Control Scope Creep
Track scope in real time, maintain integrity, and keep stakeholders aligned to stay on schedule and on budget.
Your path to a smoother, more efficient client experience starts here.
Valuable insights for a seamless client journey from day one
Experience the full range of Setuply’s onboarding and client management capabilities
Client Impact Control Center
Give clients the power to stay connected to project progress and reach out for support to keep things on track.
Secure Data ManagementEasily and efficiently gather client historical data and other information necessary for a successful implementation.
Read More Professional Services AutomationTrack your team members’ workload and productivity, and then use that data to identify bottlenecks and avoid burnout.
Read More